MBI LIVE Online Training Guide

Online Training Guide

ME MB ER EXCLUSIVE

2023-2024

MBI is committed to providing the highest level of services to your company, while also working to enhance the value component to your membership investment.

Moreover, the MBI team is continuously creating and developing programs that are timely, beneficial and relevant.

Starting in November, MBI will be providing our entire complement of MBI LIVE virtual trainings at no charge to employees of MBI members in good standing. For your convenience, we have assembled all of these offerings in one publication for easy viewing and easy registration.

And again, all of these classes will be made available – at no charge – to any employee of an MBI member company.

We will also be offering Master Builder Designation credits for these sessions. Designation and number of credits are noted after each session description.

To learn more about the various MBI LIVE offerings, contact Tara Rinehart, Director of Industry Education at TRinehart@MBI.Build or 515-657-4395.

MBI LIVE PROGRAM OF

Personal Organization & Work | Life Balance

Master Builder Designation:

Leadership - 2 credits

Presenter: Jason Schroeder – Elevate Construction November 15, 2023 | 9:00 am – 11:00 am

In this interactive training we will present methods and strategies that can be used to combat the chaos of construction day to day.

We all want to get home on time to our families, but the needs of the project always seem to get in the way. How can you create stability? How can you absorb and recover from interruptions to your schedule? We will provide tools that can be implemented for immediate impact.

LEARNING OBJECTIVES: • Components of a great personal organization system • Tools you can use for organization • The importance of leader standard work

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The keys to productivity How to protect your plan

Team Balance & Health

Master Builder Designation:

Leadership - 2 credits

Presenter: Jason Schroeder – Elevate Construction April 18, 2024 | 9:00 am – 11:00 am

In this session we will present methods that can be used by any team to level work, cover for each other, and make sure the team cares for themselves and their families in a remarkable way. We win as teams, so how can the team win with balance and health. In this presentation we will cover the specific tools for you to use when building a team.

LEARNING OBJECTIVES: • How to Build a Team • The Keys to Team Balance • How to Intentionally Create that Balance

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Team Coverage Visual Systems with Teams Creating a Team Culture of Health and Balance

BlueBeam Revu: 3 Part Series Advanced Digital Dashboard Creation

Presenter: Lauren Hecker, Taradigm Inc. May 16, 2024 | 9:00 am – 11:00 am When managing large projects, you may have thousands of files that you need to access daily. To help team members access the documents they need, you may want to create a digital project dashboard. Digital dashboards keep track of all documents and revisions within one interactive PDF. This comprehensive session will cover how to use Bluebeam Revu’s powerful hyperlinking and design features to create efficient, customized dashboards that cater to your specific project needs.

LEARNING OBJECTIVES: • • • • • •

Understand What Dashboards are and How They Work Create Graphics Using Revu’s Markup Tools Manage PDF Pages for Navigational Access Understand how to Link PDFs to Additional Pages and Documents Link Dashboards to Files Uploaded to a Studio Project Tips and Tricks for Quick Dashboard Creation Master Builder Designation:

Project Management - 2 credits

eXtreme

Presenter: Lauren Hecker, Taradigm Inc. May 23, 2024 | 9:00 am – 11:00 am Bluebeam Revu eXtreme (Bluebeam Revu Complete for Revu 21 users) is a comprehensive solution that allows users to automate complex processes.

This training course will dive into the features only available within Bluebeam Revu Extreme, including: using the Batch Tools to perform processes on multiple PDF documents simultaneously, using Quantity Link to port measurement totals to Excel, and using OCR to transform scanned text into searchable, editable data.

eXtreme Forms & Digital Signatures

Presenter: Lauren Hecker, Taradigm Inc. May 29, 2024 | 9:00 am – 11:00 am

LEARNING OBJECTIVES:

Construction projects generally require the use of a variety of forms sent between parties, such as RFIs or submittals. In Bluebeam Revu eXtreme, you can create fillable PDF forms using a variety of common form elements.

Along with forms, Revu allows you to create Digital IDs and Signatures for the certification and validation of documents.

This session will cover how to use Bluebeam Revu’s form creation and digital signature tools to quickly create, manage, and validate project forms.

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Learn the features available within Bluebeam Revu eXtreme Use the Batch Tools to complete batch processes, such as Batch Slip Sheet, Batch Compare, and Batch Link Automatically create form fields from vector data Convert scanned text to editable data using OCR Use Quantity Link to port Markup List data to an Excel spreadsheet

LEARNING OBJECTIVES:

Master Builder Designation:

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Project Management - 2 credits

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Use the Automatically Detect Form Fields tool to quickly create form fields from vector elements Understand how different form fields work Create a custom fillable form with a variety of form fields Understand electronic vs. digital signatures Create a “self-signed” digital ID Create Digital Signature appearances Sign, validate and certify digitally signed documents.

Master Builder Designation:

Project Management - 2 credits

FFERINGS 2023-2024

Microsoft Project Professionals Basics: 4 Part Series

Microsoft Project Professional is the industry-leading project management tool, and understanding how to use it is vital to every professional. This session is designed for the beginner or infrequent user who wants to improve their knowledge, understanding, and skills in this power industry platform.

Series presented by James Coppinger, ZenTek Consultants.

Understanding Microsoft Project

Schedules and Resources

November 29, 2023 | 9:00 am - 11:00 am LEARNING OBJECTIVES: • The Project Interface • Creating a New Project • Saving / Opening a Project • Entering Project Information • Setting Working Time • Choosing Automatic or Manual Scheduling • Entering Tasks • Project Views • Organizing Tasks into Phases • Linking and Unlinking Tasks

Master Builder Designation: Project Management - 2 credits

Timelines and Deadlines

December 6, 2023 | 9:00 am - 11:00 am

Master Builder Designation:

LEARNING OBJECTIVES: Project Management - 2 credits • Moving Tasks • Rescheduling Tasks • Splitting Tasks • Deleting Tasks • Creating Resources • Using the Resource Information Dialog • Assigning Resources to Tasks • Removing and Replacing Resource Assignments • Resource Leveling

Project Output

December 13, 2023 | 9:00 am - 11:00 am LEARNING OBJECTIVES: • Showing and Hiding the Timeline • Customizing Timeline Tasks • Changing Timeline Display Options • Copying the Timeline • Using the Task Information Dialog • Changing the Task Calendar • Creating a Baseline • Using Lag and Lead Time

Master Builder Designation: Project Management - 2 credits

December 20, 2023 | 9:00 am - 11:00 am LEARNING OBJECTIVES: • Creating Milestones • Setting Deadlines • Creating Constraints • Format, Filters & Groups • Exporting a Project to Other Formats • Printing / Emailing a Project • Overview of Project Web App

Master Builder Designation: Project Management - 2 credits

Microsoft Excel Basics: 4 Part Series Microsoft Excel is the most useful, and most often misunderstood, program in the Office Suite. Many of us shy away because it seems so complex and overwhelming, but learning the tools that will help get your daily work done is simple, if you have the right training. This session was developed for the beginner, or infrequent user of Microsoft Excel who wants to improve their knowledge, understanding, and skills in the following areas of one of the most powerful programs on the market. Series presented by David Mills, ZenTek Consultants.

Understanding the Basics January 3, 2024 | 9:00 am - 11:00 am LEARNING OBJECTIVES: • Understanding and Creating Worksheets • Working with Multiple Worksheets • Understanding Cells and Columns • Formatting and Aligning Cells • Understanding and Editing Data Types • How to Format, Merge, and Control Cells

Fun with Functions and Formulas Master Builder Designation: Project Management - 2 credits

Delving into Data

January 8, 2024 | 9:00 am - 11:00 am

Master Builder Designation:

Project Management - 2 credits LEARNING OBJECTIVES: • Controlling Worksheet Views • Using Automatic Fill Features • Understanding Formulas and the Formula Bar • Using Common Functions and Formulas • Using Formulas across Worksheets

Summarizing Simplified

January 22, 2024 | 9:00 am - 11:00 am LEARNING OBJECTIVES: • Working with Data Filters • Understanding Data Sorting • Removing Duplicate Values • How to Merge and Split Data Cells • Adding Data Validation

Master Builder Designation: Project Management - 2 credits

February 5, 2024 | 9:00 am - 11:00 am LEARNING OBJECTIVES: • Controlling Page Layouts • Inserting Images and Symbols • Creating Simple Charts • Editing Chart Display Options • Working with Pivot Tables

Master Builder Designation: Project Management - 2 credits

The Master Builder Designation program will offer credits for completion of this course. For more information on becoming a ‘Master Builder’, please visit MBI’s website at www.MBI.Build/mbd.

Microsoft Excel - Intermediate - 4 Part Series Most of us can work through Microsoft Excel basics – add a few cells together, create basic formulas. When it comes to getting a smarter worksheet though, one that will handle recurring data entry with reliable results., we either push it off to our IT folks or default back to pen/paper and calculators. What if you could create your own worksheets with just a few lines of data entry, instead of spending hours by hand. This intermediate-level series will show you exactly how simple Microsoft Excel can be, when you get proper training that is focused on how to use the program in the real world.

Series presented by David Mills, ZenTek Consultants.

Working with Templates - March 6, 2024 | 9:00 am - 11:00 am

Data Control - March 13, 2024 | 9:00 am - 11:00 am

LEARNING OBJECTIVES: • Using Excel Online Templates • Creating Templates from a Worksheet • Saving and Sharing Templates • Editing Templates • Using Templates to Start New Worksheets • Template Best Practices

LEARNING OBJECTIVES: • Sorting Data • Filtering Data • Finding Data • Working with Conditional Formatting • Integrating Filters and Conditional Formatting

Master Builder Designation: Project Management - 2 credits

Master Builder Designation: Project Management - 2 credits

Conditional & Lookup Formulas - March 21, 2024 | 9:00 am - 11:00 am

Charts & Tables - March 28, 2024 | 9:00 am - 11:00 am

LEARNING OBJECTIVES • Linking Workbooks and Worksheets via Formulas • Conditional Formulas & Functions • Lookup Formulas & Functions • Nesting Formulas • Other Useful Formulas & Functions

LEARNING OBJECTIVES: • Chart Planning • Creating Basic Charts and Tables • Chart Types and Formats • Pivot Tables • Sharing Charts & Tables

Master Builder Designation: Project Management - 2 credits

Procore - Superintendents

3 Part Series | Presented by: David Mills, ZenTek Consultants

Master Builder Designation: Project Management - 2 credits

Procore - Project Managers

3 Part Series | Presented by: David Mills, ZenTek Consultants

Managing Field Activities (IPAD, IPHONE & ANDROID)

Starting Your Project on the Right Foot

April 4, 2024 | 9:00 am - 11:00 am

June 12, 2024 | 9:00 am - 11:00 am

Procore’s basic tools are what superintendents are going to be using most.

This is a baseline of transitioning from paper copy documents to Procore’s digital tools. Bring your iPad in the field to look at drawings, specs, and details instead of walking back to the field office. Track daily progress, and more while walking the project. This session covers Procore’s Drawing, Specifications, Photos, Daily Log tools for the iPad and other mobile devices.

Procore is a powerful Project Management tool, but all too often we get it dropped on us and told to “figure it out” or we get a 15-minute overview and told to “read the help files” and use it on our next project. Procore can be a really simple, and effective system to use but it does require a bit of training to get you moving in the right direction. In particular, Procore comes with default template – but you can add your custom template for various tools. This allows for clear & concise standard operating procedures and can save time & money.

LEARNING OBJECTIVES: • Customize Procore for Individual Use • Create Markups & Notes on Drawings • Create Markups & Notes on Photos • Search Specifications & Drawings • Create Daily Logs

Master Builder Designation: Project Management - 2 credits

Managing Field Safety (IPAD, IPHONE & ANDROID) April 10, 2024 | 9:00 am - 11:00 am

Superintendents need to document, notify, and track resolution of hundreds of problems, potential issues, injuries, incomplete or poorly finished work items and much more. Controlling that immense amount of information across dozens of trades and subcontractors can be daunting. Procore has built-in tools for tracking issues, notifying necessary parties, and coordinating responses. This session covers Procore’s Inspections, Observations, and Documents tool.

LEARNING OBJECTIVES: • Create Safety Incident Reports • Use Company Created Inspections & Checklists • Create Observations with Attachments • Assign & Track Observations

Master Builder Designation: Project Management - 2 credits

Managing Subcontractors (IPAD, IPHONE & ANDROID) April 17, 2024 | 9:00 am - 11:00 am

Superintendents are the primary individual responsible for overseeing their subcontractors. Let Procore assist managing & tracking subcontractors. By adding subcontractors to the project, they can see the drawings updated, keep up to date with all contracts, and ensure the product they are installing is an approved submittal by the project team. This class covers Procore’s Directory, Prime Contracts, T&M Tickets, and briefly the Submittals tool.

LEARNING OBJECTIVES • Add New Users to Procore • Navigate & Read Contracts • Log and Track T&M Tickets 2 • Create Announcements & Send Push Notifications • Look Up Subcontractor Submittals

Master Builder Designation: Project Management - 2 credits

LEARNING OBJECTIVES: • Create Custom Trades in the Directory • Add Individuals & Companies to Procore • Create Custom Meeting Templates • Create Inspection Templates • Create Observation Templates • Create Punch List Templates

Master Builder Designation: Project Management - 2 credits

Financial Workflows Made Easy June 19, 2024 | 9:00 am - 11:00 am For many Project Managers, the daily operation processes in Procore are simple.

However, emailing approvals and requesting information can be an extremely repetitive & time-consuming task. Using Procore Workflows, you can automate financial approvals and rejections, send reminders, and move to the next step for approval automatically. Defining workflows for the proper financial workflows can save you a ton of time, headaches, and cash!

LEARNING OBJECTIVES: • Create Workflows for Invoices • Create Workflows for Prime Contractors and Subcontractors • Create Workflows for Change Orders • Create Workflows for Budget Changes

Master Builder Designation: Project Management - 2 credits

Scheduling - Keeping Projects on Track June 26, 2024 | 9:00 am - 11:00 am Tracking scheduling changes and their impact on other aspects of your job can be a project manager’s worst nightmare. Luckily, Procore can help you organize, control, even upload that scheduling data from other systems and files and apply it to your project quickly and accurately. From there, Procore can update everyone on the job on the latest updates and/or delays automatically.

LEARNING OBJECTIVES: • Upload & Manage Your Schedule within Procore • Review Schedule Changes from Subcontractors • Link Schedule Items to other Procore Tools • Track T & M Tickets & Writing Change Events

Master Builder Designation: Project Management - 2 credits